Claro Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Claro Advisors’s Portfolio SHAG Stock Details SHAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,780	Closed	-$225K	–	452
2024 Q1	$225K	Sell	4,780 -1,966	-29%	-$92.8K	0.04%	376
2023 Q4	$319K	Sell	6,746 -122	-2%	-$5.69K	0.07%	278
2023 Q3	$318K	Sell	6,868 -59	-0.9%	-$2.75K	0.08%	267
2023 Q2	$323K	Buy	6,927 +701	+11%	+$33K	0.08%	255
2023 Q1	$294K	Buy	+6,226	New	+$292K	0.09%	255

Other funds holding SHAG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Claro Advisors's SHAG Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2024, closing a stake of 4,780 shares — an estimated $225K sold.

Claro Advisors first reported a position in SHAG in Q1 2023 and held it in 5 quarters. The position peaked at $323K in Q2 2023. 38 funds tracked by Wall St. Rank hold SHAG as of Q2 2024.

Claro Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 4,780 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2024, an estimated $225K.
Claro Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2023 and held it in 5 quarters.
Claro Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $323K in Q2 2023.
38 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.